Conquer Risk Podcast

We’re joined by Founder of Content 151, Shawna Ohm. This episode, we took a different angle than we ever have, ending up with one of our most fun, genuine episodes to date.   In this episode of Featuring, we explore: ·     Prioritizing authenticity over virtues ·     Why you should never (ever) use vertical video ·    &nbsp...

With the geopolitical market turmoil caused by Russia’s invasion of Ukraine top of mind, Research by Potomac’s Dan Russo provides perspective. This podcast is produced as a video series. Please visit our YouTube channel:  https://www.youtube.com/c/ConquerRiskPodcast Learn more about Potomac Fund Management:  https://potomacfund.com/ Read our blog:  https://potomacfund.com/blog Discl...

Your favorite stock market technical analysis show is back! Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are bringing you six charts in six minutes. The clock is ticking, and we’ve got some big charts coming your way: ·     Equal Weight S&P 600 Relative to S&P 600 ·     NASDAQ Composite Index ·     S&P 600 Cons...

Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management.   ·     Noreen Beaman steps down as President of Orion Advisor Solutions ·     Potomac Fund Management unveils new toolkit for financial advisors ·     UBS to buy wealth management specialist Wealthfront f...

Your favorite stock market technical analysis show is back! Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are bringing you six charts in six minutes. The clock is ticking, and we’ve got some big charts coming your way: ·     Quality Stocks (QUAL) Relative to Microcaps (IWC) ·     Global Dow ·     Frontier Markets (FM) Relat...

Launch day has arrived! The Investment team sits down to discuss our newest institutional research product, everything included in it, and why our experience managing money separates us from the rest of the so-called “experts.” Join us as we dive into each piece of content we will be offering: ·     Scanning Report ·     Small Cap Deep Dive · ...

We’re joined by Main Management’s Managing Partner, Darol Ryan, and Director, Wayne Seaman, to discuss our successful partnership and embracing a team-oriented approach to best serve clients.   In this episode of Featuring, we explore: ·     The changing needs of advisors ·     Nurturing long term partnerships ·     Th...

Your favorite stock market technical analysis show is back! Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are bringing you six charts in six minutes. The clock is ticking, and we’ve got some big charts coming your way: ·     CBOE Volatility Index ·     S&P 500 ·     NASDAQ 100 ·     AAII Data ·&...

New year, new gossip. Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management. ·      Goldman Sachs backtracks on return-to-office ·      WisdomTree and Ritholtz partner to launch crypto index ·      Advisers find shelter from vaccine mandates at Chris...

The year 2021 was one for the ages. Our leadership team sits down to discuss all that we’ve accomplished, and more importantly, what each department has planned for the year ahead. In this episode, the OGs discuss: ·     Investments ·     Marketing ·     Education ·     Operations   We hope you...

We’re ready to kick off 2022 with a bang, starting with your favorite stock market technical analysis show. Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are bringing you six charts in six minutes. The clock is ticking, and we’ve got some big charts coming your way: ·      10 Year Note (Price, Weekly) ·      Bloomberg Commodity Index...

Your favorite stock market technical analysis show is back! Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®,are giving you six charts in six minutes. ·      The clock is ticking, and we’ve got some big charts coming your way, including: ·      Dow Jones U.S. Momentum Index ·      S&P 500 Construction Materia...

A lot has happened since our last episode of Industry Gossip! So, grab a cup of tea and join us as we rank what’s overrated and what’s underrated: Riskalyze’s new tool to search securities: Discovery New Pershing X Business Unit Launches: Tech Roundup Docupace acquires PreciseFP Orion acquires BasisCode Compliance Morningstar downloads SMArtX Drew Wells’s Who Charted? debut reaches record viewersh...

We’re back with another episode of Who Charted? Dan Russo, CMT, and Manish Khatta are giving you six charts in six minutes.  The clock is ticking, and we’ve got some big charts coming your way, including: ·      S&P 500 Equal Weighted Index ·      S&P 500 PR ·      Gold Futures ·  &nbsp...

In the debut episode of our new guest show, Featuring, Manish Khatta and Christopher Norton are joined by President and Co-Founder of Thrivos Consulting, Penny Phillips, to discuss the role social media has played in finding her voice, building her brand, and scaling her network. In this episode of Featuring, we explore: ·      Building an authentic brand with social...

The past month has been nothing short of juicy. Grab a cup of tea and join us as we rank what’s overrated and what’s underrated: ·       Industry execs announce groundbreaking “Future Proof” wealth festival ·       Envestnet-backed Medicare startup Healthpilot launches ·       Schwab mandates substantial E&am...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? If you have any ideas, comments or suggestions please fire them our way.  Make sure you subscribe to never miss an update.  Listen on Acast Subscribe in Apple Podcasts Learn m...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? If you have any ideas, comments or suggestions please fire them our way.  Make sure you subscribe to never miss an update.  Listen on Acast Subscribe in Apple Podcasts Learn m...

Over the past two years, Potomac has nearly tripled in size (in both staff and AUM/AUA). In this quarterly podcast, our Leadership Team aka the OGs of their departments, provide updates on what is next for the business: in Investments Marketing Education Operations We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make su...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? If you have any ideas, comments or suggestions please fire them our way.  Make sure you subscribe to never miss an update.  Listen on Acast Subscribe in Apple Podcasts Learn m...

Our first episode of autumn has arrived. Grab a cup of tea (or a hot toddy) and join us as we rank what’s overrated and what’s underrated: AssetMark widens offensive on Envestnet by creating SMA mini-market  Annual "call for article submissions" as publications produce their Market Outlook Franklin Templeton to buy O'Shaughnessy Asset Management FiComm Partners Launches New AmpliFi Offering f...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? If you have any ideas, comments or suggestions please fire them our way.  Make sure you subscribe to never miss an update.  Listen on Acast Subscribe in Apple Podcasts Learn m...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? If you have any ideas, comments or suggestions please fire them our way.  Make sure you subscribe to never miss an update.  Listen on Acast Subscribe in Apple Podcasts Learn m...

Our last episode of the summer is upon us. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated: ·       Capital Group Launches New ETFs Without American Funds Name ·       2021 RIA Event Comeback Collapses ·       Live Webinars vs. on-Demand Video ·    &nb...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? If you have any ideas, comments or suggestions please fire them our way.  Make sure you subscribe to never miss an update.  Listen on Acast Subscribe in Apple Podcasts Learn m...